Client Relationship Manager, Canadian Commercial Banking - Kelowna, BC

Scotiabank Global Site; Kelowna; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution is seeking a Client Relationship Manager in Kelowna, BC. In this full-time role, you will manage a client portfolio, develop sales pipelines, and build relationships with both existing and new clients. Candidates should have strong sales experience and a background in commercial banking. Successful applicants will be part of a dynamic team in a fast-paced environment, focusing on client relationship management and growth of the banking portfolio.

Qualifications

• Strong proven experience pursuing a business development program.
• Two to four years of experience in commercial banking.
• Proven record of strong sales and closing skills.

Responsibilities

• Manage client market and internal partner relationships.
• Conduct sales planning activities and execute business development strategies.
• Build relationships with partners and clients in the assigned territory.

Skills

Business Development

Sales Experience

Portfolio Management

Relationship Management

Customer Relationship Management

Job description

Overview

Requisition ID : 230409

Join a purpose driven winning team committed to results in an inclusive and high-performing culture.

Client Relationship Manager Canadian Commercial Banking - Kelowna BC

The Client Relationship Manager (CRM) possesses a good understanding of financial products and services and focuses on delivering the full bank offering and driving primacy in relationships with our clients. They are responsible for identifying prospects in target markets and managing a client portfolio of standard to moderate complexity. This includes developing robust sales pipelines engaging in client planning activities with partners conducting sales calls and qualifying opportunities based on client needs and a high level of due diligence. The role is specific to the Growth segment of Canadian Commercial Banking which includes clients with annual sales between $5MM-$15MM and credit authorizations from $1MM-$5MM.

Is this role right for you In this role you will :

• Partner with Credit Solution Associate on credit portfolio for authorizations up to $5MM.
• Partnering with Service team to ensure satisfactory onboarding of clients.
• These clients will be both borrowing (under $5MM) and non-borrowing. Borrowing Clients typically have standard to moderate complexity financial solutions.
• Have a strong business development and communication skills to manage client market and internal partner relationships.
• You will interact primarily with various internal partners which include Global Transaction Banking Business Banking Retail Wealth Management Global Banking and Markets Cash Management Contact Centre and could include other partners on occasion such as Global Risk Management the Business Banking Operations Enhanced Due Diligence Unit CRA as well as the Canadian Commercial Banking Executive Office.
• Promote the development and profitable growth of the Canadian Commercial Banking portfolio in the assigned market area.
• As the CRM you will be responsible for conducting sales planning activities executing on business development strategies and building relationships with partners and both existing and new clients. Also responsible for initial analysis and continuing to work in collaboration with credit team on completion of credit applications.

Qualifications

• Strong proven experience pursuing a business development program within an assigned market area.
• Two to four years of work experience within commercial banking and business development.
• Proven record of strong sales / closing skills.
• Strong market network.
• Top notch negotiation skills.
• Good commercial credit skills.
• Strong knowledge of bank's commercial lending and deposit products and services and customer profitability model to provide integrated financial solutions.
• Ability to travel within the assigned territory and access to a vehicle.

What’s in it for you

• Be part of an overall proven successful member of the Canadian Commercial Banking team. Ensuring specific individual goals plans initiatives are executed / delivered in support of the team's business strategies and objectives.
• Be a champion with customer focused culture to deepen client relationships and leverage broader Bank relationships systems and knowledge.
• Be in a fast paced and demanding environment that may require priorities to be re-adjusted to accommodate urgent requests.
• The ability to promote the development and profitable growth of the Canadian Commercial Banking portfolio in the assigned market area.
• Build and maintain a market profile in the assigned market area with both internal and external contacts.
• Champion a high-performance environment and contribute to an inclusive work environment.

Location

Canada : British Columbia : Kelowna

Scotiabank is a leading bank in the Americas. Guided by our purpose: for every future we help our customers, their families and their communities achieve success through a broad range of advice, products and services including personal and commercial banking, wealth management and private banking, corporate and investment banking and capital markets.

At Scotiabank we value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process please let our Recruitment team know. If you require technical assistance please contact support. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest; however only those selected for an interview will be contacted.

Required Experience : Manager

Key Skills

Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

Employment Type : Full Time

Experience : years

Vacancy : 1